Chuck Davis

• Daily activities, 40 + outgoing calls to current and prospective clients, marketing our services, (Back office Administrative and Asset based Financial Solutions), to staffing, consulting, and recruiting firms
• Maintain detailed records of each call and conversation
• Search out new leads using social media such as LinkedIn Google, and Industry web pages
• Once 'sold', assist the client with on boarding procedures.

• Duties included serving as the first point of contact for prospective customers, supporting membership growth in the Individual and Medicare lines of business by Scheduling sales appointments, making telephonic and in – person sales, following up leads and performing outbound calls as needed
• Most time is spent in a call center environment.

• Daily activities included, but were not limited to prospecting and cold calling for new Individual (Short Term) and Small Group Health agents
• Marketing our products which included ancillary, as well as our small group and short term health plans to the prospective new agents
• Additionally my duties involved educating the new AND existing agents on how to use and sell our plans to prospective customers
• Finally extensive customer service, problem solving and 'solution finding' were daily exercises.

• Enhanced team productivity by streamlining communication and implementing efficient project management tools.
• Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
• Optimized departmental processes with the implementation of innovative strategies, resulting in improved efficiency and reduced costs.
• Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.

60-70 Outbound calls and 3hours of “ talk time “ daily.

Quote and order entry.

• Warm / cold calling insurance agents, developing a deck of business from the ground up
• Introducing the agents to the new brokerage, appointing them to sell our product
• Training the agents HOW to sell our vast array of insurance products.

• This position involves direct contact with Captive Nation Account Property/ Casualty - Life insurance agents, via tele-sales
• Coaching, and educating them on our Individual major medical, Short Term and Supplemental, products assisting them with quotes.

• Part of a specially picked group of internal employees charged with retaining current health insurance clients to maintain our customer base.

• This position entailed engaging and re-invigorating non-producing agents and, through product knowledge and personalized support, turning them into producers for the company
• The position involved extensive phone work, ability to handle tough situations, problem solving and diplomacy
• In order to deal with the agents I had to become a licensed Health/Life agent myself.

• Technical Inside sales /customer service representative in manufacturing industry
• Position involved extensive customer contact, support of outside sales force and internal liaison for existing customers
• Position also involved cold-calling and prospecting for new customers as well as growing existing accounts.